Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 17
Average Client Assets: $14 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.35
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 18
Discretionary Accounts: 18
Regulatory Filings
CRD Number: 309373
Last Filing Date: 2025-02-10 00:00:00